Issue link: https://resources.envestnet.com/i/1532497
The services and materials described herein are provided on an 'as is' and 'as available' basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet MoneyGuide disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or tness for a particular purpose, title, non-infringement or compatibility. Envestnet MoneyGuide makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet MoneyGuide reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor's home office. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Envestnet MoneyGuide cannot guarantee that the information herein is accurate, complete, or timely. Envestnet MoneyGuide makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your clients specific situation. The projections or other information generated by Envestnet MoneyGuide regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not a guarantee of future results. Actual results may vary with each use and over time. © 2025 MoneyGuide, Inc. All rights reserved. MG_4149 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money. This material was prepared to support the promotion and marketing of Jackson variable annuities. Jackson, its distributors and their respective representatives do not provide tax, accounting or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state or local tax penalties. Please consult your own independent advisor as to any tax, accounting or legal statements made herein. Variable annuities are long-term, tax-deferred investments designed for retirement. The principal value of variable annuities will fluctuate based on the performance of the underlying investment options and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½. Add-on benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity and may be subject to conditions and limitations. There is no assurance a variable annuity with an add-on living benefit will provide sufficient supplemental income in retirement. Guarantees are backed by the claims paying ability of the issuing insurance company and do not apply to the investment performance of a variable annuity's separate account or its underlying investments. Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information. Jackson is the marketing name for Jackson National Life Insurance Company and Jackson National Life Insurance Company of New York. Jackson National Life Distributors LLC. Envestnet MoneyGuide is not affiliated with Jackson National Life Distributors LLC. CMX24836 08/20 For institutional use only. Not for public distribution or use with retail investors. For additional information: Call us at 1-800-841-5312 Receive a one-on-on demo and/or a 14-day Free Trial. Independent and Non-Bank Broker/Dealer Representatives 1-800-711-5653 Bank and Financial Institution Representatives 1-800-777-7900 Regional Broker/Dealer Representatives 1-800-340-5653 Jackson National Life Distributors LLC and Envestnet MoneyGuide are separate and unaffiliated firms, and are not responsible for each other's services or policies. This should not be construed as a recommendation or endorsement of any particular product, service, or firm.